BASIC
Anti-Money Laundering
Consultative Selling Skills to Investment Clients
Grow Wealth: Liquidity
Grow/Protect Wealth: Alternative Investments
Grow/Protect Wealth: Derivatives
Introduction to the Wealth Environment
KYC (Know Your Client)
Protect Wealth: International Estate Planning
Wealth Management Overview
INTERMEDIATE
Corporate Finance and Financial Management Solutions for Wealth Advisors
Grow Wealth: Asset Management
ADVANCED


Wealth Management

The growth of wealth across the globe requires the sharpest of skills in credit, asset management, alternative Investments, and estate planning to capture this business. Consultative selling and financial management solutions along with product skills will assist you in securing new clients and becoming the trusted provider of choice for all their needs. The new three-week Wealth Management program from the New York Institute of Finance can help new private bankers and wealth advisors achieve these goals

Highlighted Course
Wealth Management Program

The New York Institute of Finance's Wealth Management Program captures the best practices and insights from corporate thought leaders and wealth management firms. Learn more!